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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
776
Evoke Wealth
California
$946K +$46.8K +228 +5%
HA
777
HFG Advisors
Ohio
$937K -$14.6K -71 -1%
SLT
778
St Louis Trust
Missouri
$937K – – –
IF
779
Integrity Financial
Wyoming
$935K +$188K +917 +24%
CNBT
780
Canandaigua National Bank & Trust
New York
$927K -$50.3K -245 -5%
SWM
781
Sagace Wealth Management
Florida
$914K -$529K -2,576 -36%
FA
782
Fermata Advisors
California
$910K -$341K -1,661 -27%
BCI
783
Brinker Capital Investments
Pennsylvania
$907K +$59.7K +291 +7%
OPS
784
Orion Portfolio Solutions
Nebraska
$907K +$59.7K +291 +7%
HFS
785
Hoge Financial Services
Pennsylvania
$907K +$1.03K +5 +0.1%
VP
786
Verisail Partners
Georgia
$904K +$936K +4,561 New
FA
787
Financial Alternatives
California
$903K – – –
BGA
788
Battery Global Advisors
Massachusetts
$901K – – –
MWM
789
Mission Wealth Management
California
$897K -$34.3K -167 -4%
HPFG
790
Hart & Patterson Financial Group
Massachusetts
$896K -$3.49K -17 -0.4%
JCM
791
Jacobi Capital Management
Pennsylvania
$892K -$50.5K -246 -5%
DAS
792
Diversify Advisory Services
Utah
$890K -$166K -810 -15%
BC
793
Bowman & Company
Wisconsin
$890K -$29.8K -145 -3%
GIA
794
Gladstone Institutional Advisory
Florida
$887K +$36.3K +177 +4%
BGAI
795
Bruce G. Allen Investments
Colorado
$886K +$361K +1,759 +65%
ODIJL
796
One Day In July LLC
Vermont
$882K +$10.3K +50 +1%
DI
797
Disciplined Investments
Oklahoma
$879K +$13.3K +65 +1%
GIM
798
Goelzer Investment Management
Indiana
$878K -$40K -195 -4%
CSIA
799
Conrad Siegel Investment Advisors
Pennsylvania
$878K -$5.75K -28 -0.6%
UAG
800
United Advisor Group
Ohio
$876K -$427K -2,081 -32%
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